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Vanguard Tax-Exempt Bond Index Fund

1,223 hedge funds and large institutions have $28.9B invested in Vanguard Tax-Exempt Bond Index Fund in 2025 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 529 increasing their positions, 438 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3% more capital invested

Capital invested by funds: $28B → $28.9B (+$966M)

4.81% less ownership

Funds ownership: 78.06%73.25% (-4.8%)

17% less funds holding in top 10

Funds holding in top 10: 9075 (-15)

Holders
1,223
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
75
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$14.1M
Puts
$2.8M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FBB
901
Fulton Breakefield Broenniman
Maryland
$452K
RWB
902
RMR Wealth Builders
New Jersey
$451K
KFGK
903
Keystone Financial Group (Kentucky)
Kentucky
$451K
CFO
904
CVA Family Office
Colorado
$451K
LIA
905
Lynx Investment Advisory
District of Columbia
$448K
ALA
906
Atlas Legacy Advisors
California
$447K
AC
907
Avestar Capital
New York
$444K
TWP
908
Triad Wealth Partners
Kansas
$442K
APIM
909
Agate Pass Investment Management
Washington
$442K
LWA
910
LifeGoal Wealth Advisors
New York
$441K
DWM
911
Dakota Wealth Management
Florida
$440K
EIP
912
Ellis Investment Partners
Pennsylvania
$440K
TF
913
Tandem Financial
Colorado
$439K
AIP
914
Ameritas Investment Partners
Nebraska
$437K
NFP
915
Narus Financial Partners
Utah
$433K
AA
916
Advisory Alpha
Michigan
$429K
SCM
917
Sheridan Capital Management
California
$428K
FNC
918
First National Corp
Massachusetts
$428K
PWM
919
Penobscot Wealth Management
Maine
$427K
MW
920
Members Wealth
Pennsylvania
$419K
MCM
921
Morton Capital Management
California
$418K
BWM
922
BCS Wealth Management
Tennessee
$418K
MW
923
Maia Wealth
Colorado
$418K
BFG
924
Birch Financial Group
New Hampshire
$417K
BRIA
925
Balanced Rock Investment Advisors
Massachusetts
$415K